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Composer for Salesforce

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Adobe Sign ServicesAdvantage Platform AdministrationApprovals for Advantage PlatformApprovals for SalesforceBilling for Advantage PlatformBilling for SalesforceCLM for Advantage PlatformCLM for SalesforceContracts for SalesforceCollaborateComposer for Advantage PlatformComposer for SalesforceContractsConga for Google DocsConga Upgrade ProgramContract Intelligence (Standalone)Conga CopilotCPQ for Advantage PlatformCPQ for SalesforceDeal MaximizerDigital Commerce for Advantage PlatformDigital Commerce for SalesforceDiscovery AI for Advantage PlatformDiscovery AI for SalesforceDocusign ServiceseSignature Integration with Advantage PlatformGridInvoice GenerationMix FormsOrchestrateOrder Management for Advantage PlatformOrder Management for SalesforcePartner Commerce for Advantage PlatformPartner Commerce for SalesforceQuote GenerationSign for Advantage PlatformSign for SalesforceSmart SearchTest AuthorTurboEnginesX-Author for Contracts 1.0 (Classic)X-Author for ContractsX-Author for Contracts Advanced for Advantage PlatformX-Author for Contracts Advanced for SalesforceX-Author for ExcelX-Author for Migration Manager for Advantage PlatformX-Author for Migration ManagerRelease NotesGeneral

Conga Product Documentation

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Composer for Salesforce

Composer Template Basics

Add a Template to Conga Template Manager

Conga Templates, also known as Conga Template Manager, are records that are created from the Conga Template custom object. Conga Template Manager stores document templates for Conga Composer.

To add a template

  1. Navigate to the Conga Templates Salesforce tab.
  2. Click New.
  3. Give your template record a descriptive name. This is the display name that will show in the Composer UI.
  4. (Optional) Add a description to your template as necessary.
  5. (Optional) In the Template Group field, type a template group name (if using the TemplateGroup parameter in your Composer solution).
  6. (Optional) In the Master Field to Set fields, enter up to three master object fields to update whenever the template is merged. Follow the syntax as specified in the Help Text on the Salesforce field.
  7. Click Save.
  8. On the Conga Template page, find the Files related list and follow the steps to upload your template file to the record.
    Note:

    It is possible to use the Notes & Attachments related list, but it is recommended to update the page layout to use Files. Salesforce is deprecating Notes & Attachments and it should no longer be used.

    Tip:

    Do not use a colon in document file names.

Administrator Guide
Composer

October 31, 2025